Ping An Insurance (2318 HK): 2024 Earnings, Divergence Between Option-Implied And Historic Move
Ping An Insurance to announce 2024 results with option markets expecting larger price move than usual; trade examples for calendar spreads provided.
280 Views
EQD | Asia Monthly Vol Roadmap: Elevated IV's in CSI300 and Hang Seng Present Tactical Opportunity
Implied volatility levels across key Asian indices present several tactical opportunities this month for outright or pairs trades...
382 Views
Ping An A/H Premium: Blow Out Could Lead to Sharp Reversal
The Ping An AH premium has dropped from the highs of 40% mid last week. There should be a further drop in the AH premium, but it could be a bumpy...
965 Views
China & HK: Underowned?
Over 3/4 of Global equity managers are underweight China. Average weights sit at the bottom of the 10 year range, with 18% of funds holding no...
1.3k Views
Merger Arb Mondays (21 Apr) - ENN Energy, Canvest, OneConnect, Makino, Shibaura, Welcia, Topcon
We summarise the latest spreads and newsflow of merger arb situations we cover across Hong Kong, Australia, New Zealand, Singapore, Japan,...
524 Views